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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Triad Wealth Partners
Kansas
$47.3K +$46.7K +1,280 New
RIA
127
Realta Investment Advisors
Delaware
$44.1K +$36 +1 +0.1%
VF
128
VitalStone Financial
Texas
$43.6K -$32.7K -897 -43%
CPG
129
Cornerstone Planning Group
New Jersey
$43.5K +$1.42K +39 +3%
GWM
130
Geneos Wealth Management
Colorado
$33.4K
EWM
131
EPG Wealth Management
Georgia
$31.4K -$30.9K -846 Closed
DAM
132
Delta Asset Management
Tennessee
$22.2K
VWM
133
Venturi Wealth Management
Texas
$21.8K
NS
134
NBC Securities
Alabama
$21K
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$20.9K -$348K -9,548 -94%
AIC
136
Archer Investment Corporation
Indiana
$20.4K
T
137
Tidemark
California
$20.3K
MIM
138
Macroview Investment Management
Maryland
$17.6K +$109 +3 +0.6%
CMP
139
Coston McIsaac & Partners
Maine
$16K +$73 +2 +0.5%
MWM
140
Mascoma Wealth Management
New Hampshire
$13.6K
HFS
141
Hantz Financial Services
Michigan
$13K +$13K +357 New
HIA
142
Harbor Investment Advisory
Maryland
$12.2K -$1.82K -50 -13%
FCAS
143
First Command Advisory Services
Texas
$11.5K
SS
144
Sunbelt Securities
Texas
$10.4K +$4.96K +136 +93%
SAM
145
Smartleaf Asset Management
Massachusetts
$10.4K +$10.3K +281 New
IGWM
146
ICA Group Wealth Management
Colorado
$10.2K
SWA
147
SOA Wealth Advisors
New York
$9.97K
JFA
148
JNBA Financial Advisors
Minnesota
$8.64K +$2.23K +61 +35%
FP
149
Financial Perspectives
Minnesota
$5.72K
HWM
150
Horizons Wealth Management
North Carolina
$5.5K